Top 10@10 — CNBC-TV18每日简报，精选市场、企业动态、经济洞察和金融要点的十大新闻——于晚上10点发布Nifty跌破2026年底部，市值蒸发13万亿元周四的抛售是今年最深的一次，Sensex暴跌1,072点至71,566点，Nifty下跌371点至22,232点，突破此前的2026年低点，市值蒸发13万亿元。外资卖出13.4亿美元，为5月29日以来单日最大净流出，累计自2024年底以来已撤出超过600亿美元，尽管国内资金在另一侧保持坚挺。受伊朗战争担忧影响，布伦特原油价格突破每桶105美元，卢比收盘报96.78兑美元。
Top 10@10 — CNBC-TV18’s daily newsletter featuring the top 10 stories on markets, corporate updates, economic insights, and financial highlights — delivered at 10 pm Nifty breaks its 2026 floor as ₹13 lakh crore vanishes Thursday's sell-off was the deepest of the year, with the Sensex crashing 1,072 points to 71,566 and the Nifty falling 371 points to 22,232, breaching its previous 2026 low and wiping out ₹13 lakh crore in market cap. Foreign investors sold $1.34 billion, their biggest single-day outflow since May 29, adding to the more than $60 billion pulled out since late 2024, even as domestic money stood firm on the other side. Brent crude climbed above $105 a barrel on fresh Iran war worries, and the rupee closed at 96.78 against the dollar.
市场抛售：Sensex跌1,072点，Nifty创2026年新低；市值蒸发13万亿元股指基准在周四（10月8日）继续下跌，Sensex跌1,072点至71,566点，Nifty跌371点至22,232点，基准指数突破此前的2026年低点，触及新低22,180点。
Market sell-off: Sensex crashes 1,072 points, Nifty hits 2026 low; ₹13 lakh crore market cap erased The equity benchmark indices extended its losses on Thursday (October 8), with the Sensex falling 1,072 points to 71,566 and the Nifty dropping 371 points to 22,232, as the benchmark index breached its previous 2026 low and touched a new low of 22,180.
此外，外资自2024年底开始减仓以来，已从印度股市撤出超过600亿美元，创印度股市史上最大抛售之一。周四，外资再次卖出13.4亿美元的股票，为5月29日以来单日最大净流出，当时卖出23亿美元的股票。布伦特原油突破105美元，伊朗战争引发供应中断新担忧周三，布伦特原油价格突破每桶105美元，涨幅5.13%至105.30美元；美国西德克萨斯中质原油（WTI）涨幅5.10%至92.78美元，全球石油供应担忧加剧。此次上涨发生在美伊冲突不确定性加剧之际，两国尚未达成结束战争的协议。
Also gn portfolio investors (FPIs) have pulled more than $60 billion from Indian equities since they began taking risk off the table in late 2024, marking one of the largest such sell-offs in India’s equity-market history. On Thursday, foreign investors sold another $1.34 billion worth of shares, their biggest single-day outflow since May 29, when they sold $2.3 billion worth of equities. Brent crude jumps above $105 as Iran war fuels fresh fears of supply disruption Brent crude jumped above $105 a barrel on Wednesday, rising 5.13% to $105.30, while US West Texas Intermediate (WTI) crude climbed 5.10% to $92.78 as concerns over global oil supplies intensified. The latest rally came amid renewed uncertainty over the US-Iran conflict, with the two countries yet to reach a deal to end the war.
TCS 九月财报：Jio 有望创下史上最大 IPO，UPI MDR 或延迟实施。周五开盘时，市场正在消化 TCS 九月季度的业绩数据：净利润为 1388.4 亿卢比，美元收入符合预期，且人工智能（AI）业务现已贡献 10% 的总收入。继 Akash Ambani 表示希望 Jio Platforms 的 IPO 能成为印度史上最大规模之后，该公司也备受瞩目。
TCS' September number, Jio eyes a record IPO, UPI MDR may wait Friday opens with the Street digesting TCS's September-quarter numbers, a net profit of ₹13,884 crore, dollar revenue in line with estimates, and AI now contributing 10% of the topline. Jio Platforms is also on the radar after Akash Ambani said he is hopeful its IPO will be the biggest in Indian history.
此外，据称原定于 10 月 15 日推出的 UPI 商户折扣率（MDR）政策可能会推迟到节后实施，这或将对金融科技和支付类股票产生影响。在个股方面，NCC 获得道路建设项目订单以及 JSW Steel 粗钢产量增长 5% 等消息值得关注。
Fintech and payment stocks could react to reports that the UPI MDR rollout planned for October 15 may be deferred beyond the festive season. On the stock front, NCC's road project order and JSW Steel's 5% rise in crude steel production are among the names to track.
10 月 9 日值得关注的股票：TCS、JSW Steel、NCC 等。从 NCC 获得价值 1286.03 亿卢比的道路建设项目《接受函》，到 JSW Steel 合并后的粗钢产量同比增长 5%，这些股票在周五交易前均值得密切关注。
Stocks to watch for October 9: TCS, JSW Steel, NCC and more From NCC receiving a Letter of Acceptance for a ₹1,286.03 crore road construction project to JSW Steel reporting a 5% year-on-year increase in consolidated crude steel production, these are stocks to track ahead of Friday trading session.
TCS 第二季度财报：美元收入符合预期，AI 贡献 10% 总收入。塔塔集团的风向标企业——塔塔咨询服务公司（TCS）今日盘后公布了九月季度的业绩。第二季度，TCS 实现净利润 1388.4 亿卢比，高于六月季度的 1334.9 亿卢比。
TCS Q2 Results: US Dollar revenue meets estimates; 10% of topline comes from AI Tata Group bellwether Tata Consultancy Services (TCS) reported results for the September quarter after market hours today. For the second quarter, TCS reported a net profit of ₹13,884 crore, compared to ₹13,349 crore during the June quarter.
此外，在今日于新德里举行的印度移动大会（India Mobile Congress）期间，Reliance Jio 董事长 Akash Ambani 向 CNBC-TV18 表示，他“希望” Jio Platforms 的 IPO 将成为印度史上最大规模的 IPO。
Also i On the sidelines of the India Mobile Congress in New Delhi today, Reliance Jio Chairman Akash Ambani told CNBC-TV18 that he is "hopeful" that Jio Platforms will be the biggest IPO in Indian history.
据消息人士称，原定于 10 月 15 日对部分 UPI 交易实施商户折扣率（MDR）的政策可能会推迟数月，相关决定预计将在未来几天内公布。GST 加速，AI 规则临近，美国冻结微软绿卡渠道GST 委员会保持税率不变，但针对合规难题采取行动，批准对符合条件的低风险申请人进行自动注册，并承诺在三个工作日内清理 90% 的退款申请。政府的 AI 规则手册也在成形，信息技术部长阿什温尼·瓦伊什纳夫表示，关于 AI 监管的咨询文件将在一个月内发布。
Also proposed rollout of a merchant discount rate (MDR) on certain UPI transactions from October 15 could be deferred by a few months, with a decision expected in the coming days, according to sources. GST goes faster, AI rules loom, US freezes Microsoft's green card route The GST Council left rates untouched but went after the compliance grind, approving automatic registrations for eligible low-risk applicants and a promise to clear 90% of refund claims within three working days. The government's AI rulebook is also taking shape, with IT Minister Ashwini Vaishnaw saying a consultation paper on AI regulation will be out within a month.
在华盛顿，微软因涉嫌欺诈被暂停参与美国技术人才永久居留计划，加入了 Infosys、Wipro、Cognizant 和 Capgemini 等公司名单。印度电影失去了一位最具特色的声音，资深演员娜娜·帕特卡尔在果阿逝世，享年 75 岁。
In Washington, Microsoft has been suspended from a US permanent residency programme for skilled foreign workers over alleged fraud, joining Infosys, Wipro, Cognizant and Capgemini on the list. Indian cinema lost one of its most distinctive voices, with veteran actor Nana Patekar passing away at 75 in Goa.
GST 委员会批准更快的 GST 退款、自动注册和 5000 万卢比的起诉门槛本次第 57 次 GST 委员会会议由财政部长尼尔马拉·西塔拉曼主持，今天在新德里举行。虽然 GST 税率未作调整，委员会决定对符合条件的低风险申请人自动批准 GST 注册，并加快退款速度，承诺在三个工作日内清理 90% 的退款申请。此外：瓦伊什纳夫在世界银行《世界发展报告：AI 的承诺》发布会上，电子信息技术部长阿什温尼·瓦伊什纳夫表示，政府预计将在一个月内发布关于人工智能（AI）监管的咨询文件，并称该文件将成为该国 AI 法规的基础。
GST Council approves faster GST refunds, automated registrations and ₹5 crore prosecution threshold Chaired by Union Finance Minister Nirmala Sitharaman, the 57th GST Council meeting took place in New Delhi today. While there were no changes to GST rates, the Council decided to approve GST registrations automatically for eligible low-risk applicants and speed up refunds, with 90% of refund claims to be cleared within three working days. Also : Vaishnaw Speaking at the launch of the World Bank’s World Development Report: The Promise of AI, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said that the government is expected to publish a consultation paper on artificial intelligence (AI) regulation within a month, adding that the document will form the basis for the country’s AI ordinance.
美国暂停微软永久居留计划，范斯称美国政府已暂停微软参与一项允许技术人才获得永久居留权的计划，副总统 JD 范斯周四表示，原因是涉嫌欺诈。其他多家大型 IT 公司也被暂停参与该计划，包括 Cognizant、Infosys、塔塔、Wipro、HCO、Capgemini 以及 Adobe。
US suspends Microsoft from permanent residency programme, Vance says The US government has suspended Microsoft from a programme that allows skilled foreign workers to obtain permanent residency, Vice President JD Vance said on Thursday, citing alleged fraud. Several other major IT companies had also been suspended from the programme. These include Cognizant, Infosys, Tata, Wipro, HCO and Capgemini, as well as Adobe.
纳纳·帕特卡尔去世，享年75岁：一位从未符合宝莱坞刻板印象的演员。资深演员纳纳·帕特卡尔在果阿邦多纳保拉的一家私立医院去世。他在住所被发现失去意识后，被紧急送往附近医院，医生于早上5点20日宣布其死亡。此外以上就是今天的“Top 10@10”。我们周五再见，届时将为您带来另一份精选汇总。
Nana Patekar dies at 75: An actor who never fit the Bollywood mould Veteran actor Nana Patekar has died at a private hospital in Dona Paula, Goa. Found unconscious at his residence, Patekar was rushed to a nearby hospital, where doctors declared him dead at 5:20 am. Also That’s your Top 10@10 for today. We’ll see you on Friday with another roundup.